M&T Bank’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.6M | Sell |
157,575
-22,655
| -13% | -$2.24M | 0.05% | 228 |
|
2025
Q1 | $18.6M | Sell |
180,230
-6,931
| -4% | -$715K | 0.07% | 207 |
|
2024
Q4 | $17.3M | Buy |
187,161
+3,177
| +2% | +$294K | 0.06% | 214 |
|
2024
Q3 | $19.1M | Buy |
183,984
+18,536
| +11% | +$1.93M | 0.06% | 212 |
|
2024
Q2 | $15.9M | Buy |
165,448
+13,273
| +9% | +$1.28M | 0.05% | 234 |
|
2024
Q1 | $15.1M | Sell |
152,175
-2,016
| -1% | -$200K | 0.05% | 248 |
|
2023
Q4 | $13.8M | Sell |
154,191
-3,399
| -2% | -$304K | 0.05% | 266 |
|
2023
Q3 | $12.7M | Sell |
157,590
-5,085
| -3% | -$408K | 0.05% | 272 |
|
2023
Q2 | $14.5M | Sell |
162,675
-8,259
| -5% | -$735K | 0.05% | 265 |
|
2023
Q1 | $14.4M | Buy |
170,934
+1,848
| +1% | +$156K | 0.06% | 265 |
|
2022
Q4 | $13.2M | Sell |
169,086
-5,678
| -3% | -$445K | 0.05% | 268 |
|
2022
Q3 | $11.2M | Buy |
174,764
+8,762
| +5% | +$559K | 0.05% | 272 |
|
2022
Q2 | $11.2M | Buy |
166,002
+8,542
| +5% | +$578K | 0.05% | 243 |
|
2022
Q1 | $12.1M | Buy |
157,460
+1,859
| +1% | +$143K | 0.05% | 248 |
|
2021
Q4 | $13.5M | Sell |
155,601
-4,099
| -3% | -$357K | 0.06% | 228 |
|
2021
Q3 | $13.1M | Sell |
159,700
-7,661
| -5% | -$630K | 0.06% | 233 |
|
2021
Q2 | $13.7M | Sell |
167,361
-5,943
| -3% | -$486K | 0.06% | 227 |
|
2021
Q1 | $11.9M | Sell |
173,304
-9,421
| -5% | -$645K | 0.05% | 246 |
|
2020
Q4 | $12.3M | Sell |
182,725
-7,011
| -4% | -$474K | 0.05% | 232 |
|
2020
Q3 | $11.8M | Sell |
189,736
-22,301
| -11% | -$1.39M | 0.06% | 225 |
|
2020
Q2 | $12.1M | Buy |
+212,037
| New | +$12.1M | 0.06% | 211 |
|